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Amie started her career in financial services in 2003 after graduating from the University of Windsor with an Honours Bachelor of Commerce Degree. Amie works along side David Macleod as an Investment Associate and is responsible for all the administrative functions that ensure our clients get the best possible plan in place for them. She takes pride in creating a welcoming environment for all clients, making sure clients are pleased with the services provided to them.

In her time as an Investment Associate, she has obtained her LLQP insurance license, PFP (Professional Financial Planner), and CFP (Certified Financial Planner). All of which help her to ensure that our clients receive the best possible plan in place for them.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Joseph brings over 15 years of financial industry experience to his role as an Investment Associate. Prior to moving back home to Windsor, Joseph worked in Toronto holding several back-office functions including the trading and servicing of accounts for Portfolio Managers, investment counselors and traders across Canada. Joseph was born and raised in East Windsor and holds a Bachelor of Commerce degree (Finance) from the University of Windsor.

ScotiaMcLeod®, a division of Scotia Capital Inc.

As a Total Wealth Planner, Mitch is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Mitch collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Mitch works with our clients to help them achieve future success – as they define it.

Mitch holds the Chartered Professional Accountant (CPA) and Chartered Accountant (CA) designations. He has completed the CPA Canada In-Depth Taxation Program as well as the In-Depth Tax Issues for the Owner-Managed Business Program. Mitch is a graduate of the Bachelor of Accounting (Honours) program at Brock University.

As a Total Wealth Planner, Matt is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Matt collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Matt works with our clients to help them achieve future success – as they define it.

Matt holds the Chartered Accountant (CA) and Chartered Professional Accountant (CPA) designations, and has completed Levels I, II, and III of the Canadian Institute of Chartered Accountants In-Depth Taxation Program. Matt is a graduate of the Bachelor of Business Administration (Honours) degree from Wilfrid Laurier University.  He is a volunteer Financial Literacy Mentor with Youth Opportunities Unlimited, as well as a volunteer tax preparer with Free CPA Tax Clinics, operating in cooperation with a variety of agencies, including foodbanks, charities, senior centres and social service agencies.  Since 2012, he has also been a teaching assistant with the Ivey Business School at Western University.

Financial planning and advisory services are provided by Scotia Capital Inc.

Tom joined Scotia Wealth Management in April 2000, and has 25 years of experience working in the estate and financial services industry. He has extensive knowledge in both personal and corporate planning. Tom has served on an advisory board for Manulife Financial and holds a Bachelor’s Degree from Laurentian University specializing in Economics.

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Insurance services are provided by Scotia Wealth Insurance Services Inc.

I place a great deal of importance on being prepared to quickly take advantage of wealth growth opportunities, which often arise unexpectedly. There are many ways to strategically manage and grow wealth and I partner with a strong network of specialists across Scotia Wealth Management to ensure you receive customized solutions for your unique financial needs.

Working with a select number of clients, I am focused on removing barriers that exist in traditional banking while providing uncomplicated access to credit. The clients I work with recognize the value I can offer them, and I am proud to build my business on the strength of genuine, long-lasting relationships fostered through bespoke service and attention to detail.

I chose this career because I feel a strong sense of accomplishment helping my clients reach their unique financial goals. It requires a specific skill set and specialized knowledge that I have acquired working in various roles across the organization for over 16 years. The greatest reward for my work is a loyal and consequential relationship that sees my clients live their chosen lifestyle without financial trade-offs.

Private Banking, The Bank of Nova Scotia, *Mutual Funds Representatives with Scotia Securities Inc. distribute mutual funds at Scotiabank branches.